QDiligence Starts With Your Templates

QDiligence Starts With Your Templates

Step 1: Give us your D&O Questionnaire templates. We’ll review them, make technical suggestions, and then we take it from there by migrating your D&O into the QDiligence platform. QDiligence technology is purpose-built for D&O Questionnaires and with 140+ ways to customize a question and 50+ ways to customize a questionnaire the result will be a digital version of your D&O that actually looks like a D&O.

While our team performs the conversion and configuration for you, you’ll have time to work at your day job!

You Review, We Polish

You Review, We Polish

Step 2: Once your D&O Questionnaire templates have been initially created, we’ll provide your Administrators with online access and we’ll keep polishing your templates until you’re satisfied. Question 5 needs a comma? Done. Outside counsel now says three questions have be inserted before #22? We got that for you! Only Directors should see question 10-15? All set!

While polishing is underway, we’ll provide Administrator training, we’ll set up your user accounts, and we’ll customize various elements of the digital experience for your company.

Directors and Officers Respond

Directors and Officers Respond

Step 3: When your D&O templates are just the way you want them, you’ll prepare your questionnaires, notify your respondents, and wait for the responses to roll in! Preparation is simple. Assign a questionnaire to each respondent using one of your templates then pre-populate/pre-complete responses as needed or just review and update the responses that were automatically pre-completed! Once your questionnaires are ready, just send an email or secure message to your respondents asking them to complete their questionnaires.

Report And Repeat

Report And Repeat

Administrators want to monitor questionnaire process so QDiligence notifies administrators when respondents log in and when questionnaires are completed. Administrators always have full access to questionnaires and responses, can download questionnaire PDFs (individually or several at a time), can export responses to a spreadsheet on demand and access response redlines.

Every facet of QDiligence is designed to help General Counsel and Corporate Secretaries create, distribute, and analyze D&O Questionnaires as quickly and easily as possible so they can focus on actual governance during a typically very hectic time of year.

When you need to distribute an Off-Cycle Questionnaire, Code of Conduct Certification, Quarterly or Semi-Annual D&O, or your next annual D&O Questionnaire, you just call us. We’ll clone and update your last questionnaire and update it or create a new one for you and you’re off!


QDiligence D&O Questionnaire Features

No Passwords To Remember

Directors and Officers access questionnaires with just one click using a link sent via email or other secure message.

Automatic Redline Reports

After submission each D&O Questionnaire is analyzed and redlined to quickly identify modified responses.

Instant Distribution

All access is “live” and current so last minute changes are immediately visible to respondents.

Printable PDF

Printable PDF questionnaires on demand that include glossaries, exhibits, or appendices.

Popup Defined Terms / Endnotes

Defined Terms and Endnotes can be clicked throughout each questionnaire to see details.

Auto Save

Security automatically saves responses and logs the user out after a period of user inactivity.

File Downloads and Website Links

Form 4 Filings, Stock Holdings, Compensation, SEC.gov can all be accessed from D&O Questionnaires.

Complex Table Support

QDiligence supports a wide variety of custom-built, dynamic, and pre-completable tables

Pre-Population & Personalization

Any response can be pre-populated and any question can be personalized for an individual or group.


Frequently Asked Questions

Is QDiligence easy to use?

Yes. QDiligence has a very easy-to-use design that requires no training at all for Directors and Officers. Our friendly, knowledgeable staff provides the minimal training needed for company administrators.

Does QDiligence work with iPads and other tablets?

Yes. QDiligence supports iPads, other tablets, PCs and Macs.

Is there anything to install?

No. No apps. No plug-ins. No problems. QDiligence is accessed using just the web browser on any iPad, tablet, PC or Mac.

How long before our D&O Questionnaires are online?

QDiligence works to your distribution deadlines, but we typically allow 2-3 weeks to move your original paper D&O Questionnaires through our multi-step process, which includes Analysis, Consultation, Assembly, Proofing and Customer Review. Going forward, new and updated questionnaires are typically online the same or next business day.

Can responses be pre-populated?

Yes. Any response you choose can be pre-populated. QDiligence can even automatically pre-populate responses if desired using information from the prior year. Most organizations pre-complete certain responses (e.g. biographical information, compensation, affiliated parties) to make the process easier for their Directors and Officers.

Can questionnaires be individually personalized?

Yes. Questionnaires can be fully personalized to reflect an individual’s compensation, transactions, affiliated parties, positions, or any other information. Personalization can also be automatically pre-populated using information from the prior year.

Is QDiligence a self-service survey tool?

No. QDiligence is not a survey tool. We provide a full service solution that includes both people and custom-built technology. The QDiligence team works in concert with your administrators on every distribution to ensure that your D&O Questionnaires and/or Board Assessments progress smoothly from creation to assignment to preparation to distribution and reporting. The QDiligence team acts as your technical team which gives you complete control of the process and lets you maintain focus on the legal issues.

What about support?

QDiligence provides unlimited end-to-end support all year long for your D&O Questionnaires and/or Board Assessments. Your single point of contact within QDiligence will guide you through every distribution and answer all your questions. Call us. Email us. It’s your choice. We are here to help.